About Mark Emery - DipFA & CeMAP
Mark brings experience across mortgage, protection and investment backgrounds. Having worked as a paraplanner in the company for 5 years supporting the partners with mortgage applications and researching and collating investment reports for clients, Mark then transitioned into advising himself.
Mark likes a good challenge with the variety of scenarios clients bring to him, some trying to purchase their first house with a complicated income/job role scenario to clients looking at maximising tax efficiency in their investments, pensions and estate planning. He also doesn’t mind the simpler cases!!
Outside of work Mark is a keen runner and competes for his local running club Bridgend AC and coaches his sons local football team. Also enjoys ski holidays and a beach holiday (who doesn’t!)
Fun fact – Mark has run 5 marathons with his fastest being London in 2.42.
CeMap
dipFA
Areas of Expertise
- Business Financial Planning
- Investment Advisory
- Mortgage and Property Finance
- Savings Strategies
- Life Insurance
- Financial Goal Planning
Personal Interests
Running, racing, football, spending quality time with his wife and two sons, fitness, and outdoor activities. Passionate about maintaining an active lifestyle and encouraging his sons to be involved in sports.
Mortgage advice and guides
Why You Shouldn’t Just Do Nothing When Your Fixed Rate Mortgage Ends: A Remortgaging Guide
Bank of England Update: Base Rate Is Held At 3.75 Percent
How Will the Middle East Conflict Affect Mortgage Rates?
Buying Into A GP Practice – Financing From The Medical Professional Experts
The Base Rate Is Now 3.75 Percent: What Does It Mean?
6 Things You Need To Know About Income Multiples When Applying For A Mortgage
Get in touch and see if we can find you the mortgage you want
